Kelly

Berry Actuarial Planning

Established in 2002, Berry Actuarial Planning was started by Mark Berry who had the desire to bring Actuarial expertise to the financial planning profession, through the establishment of an independent fee for service business. At Berry Actuarial Planning, we like to do to things differently. We have sought to focus on empowering our clients to manage their financial affairs, giving them control of their direction, with our role resembling that of a guiding hand. One of our philosophies is that of regular client engagement. We ensure that we communicate with our ongoing clients at least once per quarter to ensure that everything is on track. An important point to note and a differentiating factor of our business is that our strategies focus on mathematical analysis of your consumption and needs. Actuaries are typically involved in long term projections for large businesses. Why not use this expertise for your personal finances? Berry has contributed to the financial planning community with two concepts: NET WORTH CONSUMPTION RATE LIFESTYLE SUSTAINABILITY MEASURE For more information on this please read Mark's paper submitted to the Institute of Actuaries of Australia 2009 Convention titled "An Actuarial Journey into Financial Planning".